Archive

Someone Likes Every Shot

This is an old adage, generally applicable to golf, in that if you have a good shot, you like it, if you have a bad shot, your opponent likes it. This concept tends to be just as true away from the game of golf.  For example, lower oil prices are good for motorists and other […]

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Volatility/Turbulence/Uncertainty

These three words, while all different, are all applicable to the near term outlook for the stock and bond markets.  It seems that the equity markets are being buffeted by more frequent and larger percentage changes than in recent memory.  Commodity prices have sustained large price changes with major declines in the price of oil […]

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The Fed’s Interest Rate Decision

In his blog on Fed watching, my colleague Walter does an excellent job of explaining and summarizing the Fed’s reasons for not raising interest rates last week.  Many market participants seem frustrated by the lack of action by the Fed.  Admittedly, as the Fed continues down the road less traveled, the lack of an interest […]

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Fed Watching – A Follow-up

The comments below are a follow-up to our blog of September 1, 2015. At the recent September meeting the Fed chose to not raise interest rates and provided guidance that might suggest that a rate increase may be a little further down the road than previously thought. In remarks following the Fed meeting, Chairman Yellen […]

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Higher Education as an Investment

By now we are all generally aware that the cost of a four year college degree continues to increase and student loans are a growing problem.  There may also be some greater recognition that an undergraduate college degree is not an automatic ticket to an above average income. College represents a significant investment of time […]

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Tax Loss Harvesting – Taking Advantage of Volatility

Tax loss harvesting is the portfolio management practice of selling a security that has experienced a loss in order to capture tax savings.  Realized capital losses can be used to offset future realized capital gains. Any realized losses that are not utilized in any one year can be “carried forward” indefinitely.  Further, investors who don’t […]

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